Tax Planning & Filing

For individuals, families, and businesses.

Special issues resulting from covid-19

Feeling confused or overwhelmed by your 2020 Tax Returns? We can help. Navigate stimulus checks and unemployment filing, see how working remotely may affect your returns, and what to do if you started a business or side hustle this year. You have enough to worry about, let the experts help and find peace of mind. 

Creativity, communication, and problem-solving.

The more we understand about your businesses, goals, retirement planning, insurance, investing, medical insurance, and more, the better we can help you plan for opportunities, tax savings, and reach your goals. We offer year-round support and guidance so you don’t leave any opportunities on the table.

We focus on creativity, communication, and problem-solving. Save money and avoid surprises.


What to expect


Let's Chat

Get to know each other and learn about your goals and situation. 


Make a Plan

Agree on the scope of work and ensure we are a good fit for each other. 


Execute the plan together to achieve your goals with confidence and peace of mind. 

Our Services


All Personal Tax Returns including Federal, State, Local, and School District


Tax Planning & Projections including business and individual coordination. 


Resolving Conflict with Tax Agencies


All Business Tax Returns including Partnership, S-Corp, C-Corp, and all LLC options


Retirement Planning Issues and Opportunities


Special Research and Recommendations

And more.

Who We Serve

Individuals and families

Helping families and individuals is the core of our mission. Let your money work for you and live the life you want.

business owners

Your business and personal family destinies are tied together. We know how to help you grow, reduce risk, and plan for success. 


Grow your idea from a startup into a sustainable business, scale it efficiently, manage cash, and avoid pitfalls. 

start ups

Apply the CFO approach to your startup to get started efficiently and quickly. Don’t waste any more time or money.